Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

Hosted by Richard C. Wilson, CEO of Family Office Club

Business Management Entrepreneurship

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999

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Aug 2026

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About the show

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or text (305) 333-1155

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60 recent

August 22, 20264 min

A Billionaire Said the Tone of Your Voice Matters When Closing Huge Deals.Here's What Else He Shared

Send us Fan Mail We just had a billionaire keynote at our Capital Raising Bootcamp here in Dallas at the RSM offices. He has a couple of publicly traded companies and spent 40 years building his portfolio. Here are the notes I wanted to share from what he said on stage. Build a super diverse skill set. You have to be a decathlete to be successful raising capital, building a platform, and scaling something. Underwrite conservatively. If a deal does not make sense and you do not even know why - back away. Say no. Be conservative. Do not load up on too much debt. Do right by investors by not overpromising. Instead of saying this is the best deal in the world - start with the problems. Start with the issues. Say here is what I am going to do and here is why I am confident. That is more transparent, more authentic, and it actually works better. Be passionate and high energy. If you are not passionate about what you are doing why should anyone else care? Tone of voice matters. A billionaire said that. To me that was super interesting because so many people are so focused on the hard parts - IRR, LTV, debt rates - and miss the human side of closing deals. Family offices are medium and long-term focused. In his case he wants cash flow from day one and needs to see a path to a billion dollars. And he thinks about every relationship as a long-term one. He will give the other side a slight win in a tough negotiation because his real win is doing ten deals with that person. He wants to be the first phone call next time they sell a portfolio - not the last. That is the family office mindset. It is a small world. People talk. Word gets around. To access billionaire talks, centimillionaire talks, advanced due diligence strategies, deal structure strategies, and fireside chats search inside the Family Office Club member portal at familyoffices.com. ______________________________________________________________________ https://familyoffices.com/

August 21, 20265 min

Connecting Asian Capital to U.S. Investments: Inside a Boutique Cross-Border Family Office Advisory Firm

Send us Fan Mail After 11 years working across two single family offices in industries spanning oil and gas, media, sports, and healthcare, this advisor launched her own boutique family office advisory firm. In under a year, she onboarded three Asian family clients and is now actively helping them allocate into U.S. markets - including a live mandate from a Hong Kong family office for positions in major private technology companies. In this episode, she shares how cross-border family office advising actually works - the role of trust, the challenge of translating not just language but risk perception, and why Asian families define risk as permanent capital loss rather than market volatility. She also flags a major macro signal most U.S. investors aren't watching closely enough: a $140 billion government push into venture capital in Asia and what that means for regional stock exchange access. Recorded at the Single Family Office Summit, hosted by Family Office Club - 19 years, 300+ events, 16 million registered members, and over $1 billion in community transactions. Register for our next event at FamilyOffices.com. Are you factoring Asian capital flows into your investment strategy for 2025 and beyond? https://familyoffices.com/

August 19, 20267 min

How One Family Office Principal Built and Sold Over $500M Across Real Estate, Pharma, and Insurance

Send us Fan Mail This investor has spent decades doing one thing: buying right. From a 10,000-unit apartment portfolio sold to a major real estate buyer, to a pharmaceutical company purchased for $18M and exited at $358M, to two insurance companies flipped for significant returns - the track record is built on cash flow, not speculation. In this episode, he shares his full investment history and explains why today's market has made it nearly impossible to find the kinds of companies he used to target.With interest rates reshaping private equity valuations and private credit crowding out traditional buyers, he breaks down exactly where he's looking now: LP secondaries, continuation funds, and public market alternatives that offer the same exposure at a discount. If you're a capital allocator trying to find value in a premium-priced market, this conversation is essential.Recorded at the Single Family Office Summit, hosted by Family Office Club - the largest investor club in the family office space. 19 years, 300+ events, and over $1 billion in community transactions. Learn more and register for our next event at FamilyOffices.com.What's the most underrated opportunity in today's private market environment? https://familyoffices.com/

August 17, 20264 min

Capital Partners, Micro Wellness Resorts & Kids Who Get Back Up: How 4 Athletes Close Out

Send us Fan Mail Most athletes talk about what they've done. These four are talking about what they're building next. Dan wants capital partners to scale multifamily across Dallas over the next decade. Alvin is looking for partners with intelligence, initiative, and integrity for syndications and M&A. Otis has a vision for a micro wellness resort - saunas, cold plunge, health tech, community, built into land outside Austin. And Bronson wants to keep connecting people to the tax and family office strategies that change how athletes think about money. This is the closing segment of one of the most candid pro athlete panels Family Office Club has hosted in 19 years and 300+ events. Daniel Pewter closes with the story of his 5-year-old son at jiu-jitsu - getting bloody, watching a 12-year-old sit on the sideline with an ice pack, and choosing to get back on the mat anyway. The lesson isn't just for kids. It's for your team, your family, and the people you're building with right now. These are the conversations that happen when investors and operators get in the same room. Family Office Club has connected over $1 billion in community transactions. If you want to be in a room like this, where do you start? About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join https://familyoffices.com/

August 14, 20268 min

NFL Player Turned Lawyer Explains Why Letting Go of Control Was His Best Business Decision

Send us Fan Mail Fear paralyzed him on Bitcoin. A decade in prestigious law firms surrounded by smart, unhappy people showed him what success without purpose looks like. And a stranger in Home Depot delivered a message that changed the direction of his business. Otis Grigsby played 6 years in the NFL, practiced law at large firms for 6 years, and is now part-legal, part-growth, part-strategy at his wife's health tech marketing agency - and watching ChatGPT recommend their services to strangers without any programming on their end. In this episode, Otis delivers one of the most honest 10 minutes on this stage: fear is an absolute killer, it paralyzes your training, it makes you forget everything you've built - and it shows up daily whether you have a two-year-old at home or a nine-figure deal on the table. He talks about missing the Bitcoin run, what Christmas in big law looks like when IBM needs a deal closed, and the four-month delay before he finally followed the advice that unlocked his business. Family Office Club has hosted 300+ events over 19 years and $1 billion+ in community transactions - Otis is the kind of operator you only meet in rooms like this. What is the one thing in your business you keep holding onto that you know you need to let go of? About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join ____________________________ Otis Grigsby spends most of his time helping his wife raise two exceptional young children. When he's not making wildly helpful and entertaining parenting content for Parent Like an Athlete, Otis serves as the Director of Growth at Distill Health, a Healthtech marketing agency. Otis is a licensed attorney who spent five years at Taft Law and Pillsbury Law before working at two venture-backed Sports Healthtech companies, Players Health and Oculogica. Before attending law school at the University of Kentucky, Otis hit people for money in the National Football League for over six years, playing defensive end for the Miami Dolphins, Carolina Panthers, and Minnesota Vikings. https://familyoffices.com/

August 12, 20266 min

X Games Gold Medalist to Multifamily Operator: Why "Inch Wide, Mile Deep" Beats Every Strategy

Send us Fan Mail 8% of pro athletes are broke within 3 years of retirement. Dan Breezy watched it happen to his friends and decided to do something different. After multiple X Games gold medals in urban snowboarding, he took the same "inch wide, mile deep" focus that made him one of the best in the world at one discipline - and applied it to becoming one of the best value-add multifamily operators in Dallas-Fort Worth, working alongside mentors like Ken McElroy and Bobby Castro. In this episode, Dan breaks down the visualization principle that let him land tricks he had never attempted before - seeing it perfectly in his mind's eye before he ever hit the jump. He connects that directly to real estate underwriting: if you can't see the answer clearly, stay back. He shares the painful lesson of running too optimistically without accounting for market cycles, how to structure debt based on where you are in the cycle, and why getting crushed in taxes as an athlete was the catalyst for everything. Family Office Club has hosted 300+ investor events and connected investors across every asset class - Dan is a case study in what specialization looks like at the highest level. Are you spread across 5 asset classes or going a mile deep on one? About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join _______________________________ Dan Brisse is the Co-Founder and Managing Partner of Granite Towers Equity Group, where he provides strategic leadership across operations, acquisitions, and investor relations. His background is rooted in real estate investment, with a focus on optimizing asset performance in multifamily properties, and successful capital raising and capital markets execution. Before real estate, Dan was a professional snowboarder for over 13 years, earning multiple X Games gold medals and recognition as one of the world’s top urban snowboarders. He brings the same discipline and execution mindset to investing. Dan co-hosts the Keeping It Real-Estate podcast, co-authored 4 Steps to Successful Passive Investing, and lives in Southern Washington with his wife and three children. https://familyoffices.com/

August 10, 20266 min

The 3 I's That Took This NFL Pro From the Field to M&A: Intelligence, Initiative, Integrity

Send us Fan Mail Most people think diversification means spreading your attention. Alvin calls it focused diversity - mastering one thing per day so that by Sunday, you have a full tool belt. That framework took him from the NFL and CFL to aerospace engineering to running operations on the M&A side, taking $10 million companies to $100 million valuations, while building a ground-up 4-unit multifamily development in Los Angeles. In this episode, Alvin Scioneaux, Jr. unpacks the three I's that have driven every career move: intelligence (sharpening your mindset), initiative (moving before you're ready), and integrity (your environment - you are the average of the five people around you). He shares his biggest financial lesson - partnering with people who don't carry all three - and breaks down what he's currently building in real estate syndications and M&A. Family Office Club has facilitated over $1 billion in community transactions at 300+ events, and Alvin is exactly the kind of multi-discipline operator our network was built to surface. You don't have to choose one lane. But you do have to master the framework first. Watch this episode and ask yourself - do the five people closest to you have intelligence, initiative, and integrity? About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join https://familyoffices.com/

August 7, 20266 min

7 Years in the NFL Taught Him One Thing: The Tax Bill Is Bigger Than the Contract

Send us Fan Mail Your NFL contract is an exit. The ultra-high-net-worth understand that - and they plan for it. Bronson spent 7 years in the NFL as a W-2 employee, got crushed on taxes his first year sitting in muni bonds at 3%, and decided to spend the rest of his career learning exactly how family offices and top operators structure their wealth. Now he's the one opening those doors for other athletes. In this episode, Bronson breaks down the exact mindset rituals he used to stay present during competition - writing 2-3 actionable words before every practice, staying out of fear (which lives in the future) and regret (which lives in the past). He shares the story of his father coming from Tonga at 8 years old with cardboard in the bottom of his shoes, and how remembering that story keeps him grounded, hungry, and humble. Family Office Club has connected capital raisers and family offices at 300+ events over 19 years - athletes like Bronson are exactly who this community was built for. What is the most costly financial mistake athletes make after signing their second contract? Bronson has the answer, and it will change how you think about your own exit. About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join ____________________________ Bronson attended Brigham Young University where he played both football and basketball. He graduated in Statistics with an emphasis in Analytics. He was then drafted to the Baltimore Ravens and played in the NFL for 7 years, as well with the New York Jets and Green Bay Packers. While playing in the NFL, he invested in real estate and learned tax strategies to help himself and his teammates out. He currently helps athletes, entrepreneurs, & family offices navigate their private investments and tax alt strategies as a trusted advisor. Bronson founded Young Athlete Society where athletes, parents, and coaches can get help for their kids mental strength training and all things needed to get to the next level, with an emphasis on athlete mental health. He also founded Utah’s first NFL Charity flag football event called Charity of Champions, where NFL players play with people from the community to help local charities in giving back. https://familyoffices.com/

August 5, 20264 min

You Don't Need $100K — Non-Cash Currencies, Human Connection & Final Investor Wisdom | FOC

Send us Fan Mail The closing segment of the last panel of the day — and one of the most honest. A family office investor argues that most people are walking past million-dollar opportunities every day: the car wash owner with no succession plan, the small hotel operator whose kids just want the cash. These businesses can be acquired without large amounts of capital if you bring the right non-cash currencies — experience, network, operational expertise. A second-gen family office investor closes with a reminder that AI is accelerating the pace of everything, human connection is becoming the scarcest resource, and staying close to people building in your industry is the real edge. The final word: show up every day present, energized, and grateful — and pursue the people who deserve it. About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join https://familyoffices.com/

August 3, 202611 min

How to Legally Rig a Deal — Government Contracts, Warrants & Where to Put $100K Right Now | FOC

Send us Fan Mail The most tactically dense episode of the panel. A former Air Force pilot who built the US military's AFWERX innovation program explains exactly how he structures deals around government contracts — using the Electra hybrid electric aircraft as a live example: $65M pre-money valuation, with a $30M Air Force contract not factored into the price. His fund put its check in escrow, the government signed, and the investment dropped in at an automatic discount because government revenue adds no dilution. Then: warrants, options, and capped valuations as tools to manufacture 80-95% discounts. Closes with the $100K question — four panelists answer where they would put their first $100K today: distressed assets and land, India pre-IPOs doubling every year, leveraged acquisitions of aging boomer businesses, and an AI-plus-electricians play that Richard says nobody is doing yet. About Family Office Club The world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions. 🔔 Subscribe for weekly content from our summits, panels, and investor interviews. 🌐 FamilyOffices.com 📩 Membership: FamilyOffices.com/join https://familyoffices.com/